Nvidia’s Success, Chip Race, India’s Semiconductor Mission, & Hardware Vs Software with Raja Manickam

In this episode of the Neon Show, host Siddhartha Aluwalia interviews Raja Manickam, a semiconductor entrepreneur, about the history, present state, and future of the semiconductor industry, particularly in India. They discuss the global evolution of semiconductors, India's potential advantages in the semiconductor and AI race, the reasons behind the resurgence of the semiconductor industry, and the importance of hardware innovation. Manickam shares his personal journey in the semiconductor industry, the challenges and opportunities for India to become a solutions company rather than just a chip manufacturing hub, and the need for private sector investment and a shift in mindset to foster innovation in the semiconductor space. The conversation also touches upon the rise of Nvidia, the role of government policies, and the strategic importance of developing a domestic semiconductor industry for India's economic and security interests.